Financial planning expert

Updated within 3 months
1 to 3 years
Bachelor
8.0 hrs/day, 5 days/wk
HK $30K-60K/Month
Job benefits
5-day week
Birthday leave
Extra paternity leave
PRC holidays
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Job Description
Our company<br>1. Welcome those who are actively and passionately in love with life and financial planning, who can work independently and dare to challenge established goals;<br><br>3. Welcome those with financial, investment, accounting and insurance consulting industry background, as well as those with overseas work or study experience;<br>4. Welcome to those who are eager to live a high-quality cultural life and a livable environment in Hong Kong!<br><br>—Job Requirements—<br>1. Bachelor's degree or above, or at least 1 year of experience in the financial insurance industry,.<br>2. Familiar with Cantonese and English, understand the basic business rules of Hong Kong and Macao. <br>3. Priority will be given to those who have been approved for the Talent/High Talent Program, those who hold a Hong Kong ID card, and those who hold a Hong Kong/Macau insurance license.<br>4. Have high-quality sales or distribution resources, good at converting peripheral demand potential, and can relax the above requirements.<br><br><br>—Job Responsibilities One<br>1. Regularly attend Hong Kong company training, learn about economic development and financial dynamics, study company products and set sales targets;<br>2. Provide personalized professional financial advice based on customer inquiries and analysis, taking into account their investment needs and asset capabilities;<br>3. Maintain customer asset holding safety, continuously provide professional information services and analysis, and maintain good trust relationships;<br>4. Actively integrate into team interaction, accept immersive 24-hour stickiness professional support, and achieve team goals together. <br>5. Provide customers with a wide range of asset classes and industry sectors through an open product platform.<br><br>—Benefits and development—<br><br>2. Hong Kong's first-class sea view office space, international first-class financial institutions Training and information resources, rapid and comprehensive improvement of ability and quality;<br>3. Provide systematic professional training (including pre-employment training, on-the-job training, marketing skills, in-depth product analysis, customer psychological analysis and communication skills, etc.);<br>4. Provide various types of compliant financial licenses and other professional examination resources and further study and training consulting support;<br>5. Personal base salary + commission + team bonuses + quarterly and year-end dividends, the Hong Kong Gold Leader Vision's realization ladder;<br>6. International first-class financial company's expansion strategy in the mainland, the opportunity to join the top team structure shaping;<br>
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Portfolio Planning
Investment Products
Financial Planning
Retirement Planning
Project Analysis
English
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Air NG
Sun Life·財富及風險管理師
Active within 7 days
Company Overview
Sun Life: A century-old financial giant, leading the new era of wealth management Founded in 1865, Yung Ming Financial, the oldest cross-border life insurance company in Hong Kong (established in Hong Kong in 1892), has set industry benchmarks with its 160-year solid foundation. We have been named to the &quot;Global 100 Most Sustainable Companies&quot; for 16 consecutive years and have been awarded the highest MSCI ESG AAA rating, demonstrating our commitment to long-term value. Financial strength leading the industry 152% solvency ratio (more than twice the regulatory requirement), with top credit ratings from S&amp;P AA and Moody's Aa3 ROE reaches 17.2% (30% above the industry average), EPS $4.89, first in the industry, and a 47% total return for shareholders over 5 years AUM of $1.13 trillion, empowered by over 800 professional investment teams globally Hong Kong market leader 2024 year-on-year growth of 90% (market 3.2 times), the agent channel remains in the top five in Hong Kong High net worth business absolute advantage: Over one billion yuan in insurance policies account for 11.9%, and insurance policies with a value of tens of millions of yuan account for 30.9% of the first year's premiums One in eight Hong Kong residents is a customer, and the MPF market share is third Agent empowerment system Yongmingui Sun Gateway: 23,000 square feet of high-end wealth management center, serving billion-dollar customers Exclusive training resources: Co-host the first family office course in Hong Kong with Hang Seng University, cultivating professional talents Innovative service support: ⭐ Market exclusive &quot;original dividend guarantee&quot; savings product ⭐ eSun Bo Medical Support (covering over 4,200 hospitals in the mainland) ⭐ Asia-Pacific's first family office forum organizer Join us and share the growth dividend Yong Ming Financial is expanding the market at a leading 90% growth rate in Hong Kong, and is now recruiting elite agents to provide you with: ✅ Industry-leading training and digital display business tools ✅ Sustainable Development Financial Product Matrix Partner with a century-old financial platform to define the new future of wealth management!
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